Wealth Enhancement Advisory Services
JUNZ icon

Wealth Enhancement Advisory Services’s TrueShares Structured Outcome June ETF JUNZ Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio JUNZ Stock Details JUNZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-23,320
Closed -$708K – 3041
2024
Q3 		$708K Sell
23,320
-24,139
-51% -$711K ﹤0.01% 1598
2024
Q2 		$1.38M Buy
+47,459
New +$1.34M ﹤0.01% 1146

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Osaic Holdings
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HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AWM
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Wealth Enhancement Advisory Services's JUNZ Position: Q4 2024 in Review

Wealth Enhancement Advisory Services sold out of TrueShares Structured Outcome June ETF (JUNZ) in Q4 2024, closing a stake of 23,320 shares — an estimated $708K sold.

Wealth Enhancement Advisory Services first reported a position in JUNZ in Q2 2024 and held it in 2 quarters. The position peaked at $1.38M in Q2 2024. 8 funds tracked by Wall St. Rank hold JUNZ as of Q4 2024.

  • Wealth Enhancement Advisory Services reported no remaining TrueShares Structured Outcome June ETF position as of Q4 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 23,320 TrueShares Structured Outcome June ETF shares in Q4 2024, an estimated $708K.
  • Wealth Enhancement Advisory Services first reported a position in TrueShares Structured Outcome June ETF in Q2 2024 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's TrueShares Structured Outcome June ETF position peaked at $1.38M in Q2 2024.
  • 8 funds tracked by Wall St. Rank held TrueShares Structured Outcome June ETF as of Q4 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2024, filed 10 Jan 2025.